Client Services Coordinator

2 days ago

Phoenix, Arizona, United States Cetera Financial Group Full time
Job Summary

This role supports Financial Advisors (Registered Representatives) in managing their day-to-day Investment practice, enhancing customer service levels, and fostering strong client relationships. The ideal candidate will work closely with Registered Representatives to prepare and process client paperwork, perform financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies.

Key Responsibilities:
  • Act as a liaison between Registered Representatives and their clients, ensuring seamless communication and support.
  • Answer phones, schedule appointments, and prepare materials for client meetings, demonstrating exceptional organizational skills.
  • Aid Registered Representatives in preparing client illustrations, graphs, charts, reports, and other materials for presentations and appointments.
  • Prepare and complete client paperwork, following up on tasks to support Registered Representatives.
  • Engage with clients via phone, virtual visits, and in-person interactions to ensure client service level needs are met.
  • Organize client events and follow-up tasks, showcasing attention to detail and ability to prioritize tasks.
  • Maintain client records and retention management within corporate requirements, adhering to compliance guidelines.
  • Conduct proactive outreach to clients and Registered Representatives on time-sensitive activities, such as RMDs and client reviews.
  • Assume ownership of inquiries and requests, communicating with internal Cetera departments to ensure timely service delivery.
  • Educate clients on account services, capabilities, and new technology, demonstrating a willingness to learn and adapt.
  • Complete required corporate training on new technologies and follow implementation guidelines, showcasing a commitment to professional development.
  • Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail, while following Cetera standards in a timely manner.
  • Collaborate with Advisors through weekly meetings to maintain Business Plan processes, tasks, marketing, and client communication expectations.
Requirements:
  • High School Diploma or GED
  • Experience in an administrative or customer service role
  • Strong time management skills
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs
Nice to Have:
  • Previous experience in assisting Registered Representatives/Financial Advisors
  • Financial services and/or banking background
  • Bachelor's degree in Finance, Business, Marketing, or Communications
  • Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
  • Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
  • Self-starter, productive, works well with a team and independently
  • Professional and positive attitude, friendly demeanor both in-person and by telephone
  • Trustworthy; uses discretion with confidential information
  • Listens well to instruction and consistently retains details

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